2024 Year in Review: Celebrity Estate Planning Lessons

Published on December 27, 2024

The year's estate planning mishaps among the rich and famous carry lessons for all wealth managers.

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Who Will Vote on Fed Policy Next Year?

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2025 Outlook: Moderated Returns, A Rotation Possible

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Last week’s market volatility was not surprising for readers of these commentaries, as I anticipated a jarring adjustment to readouts from the Fed Dot Plot that suggested less rate cuts in 2025.